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Having trouble emails going out from my recurring invoices?

 
5 Comments
QuickBooks Team

Re: Having trouble emails going out from my recurring invoices?

Hi there, cesarociel.

 

We currently have an ongoing issue about scheduled recurring transactions are not sent automatically to the customers. Our engineers are still working together for the permanent fix.

 

In the meantime, you can manually download the invoices and attached them to your email. Then, you can send the transactions to your customers.

 

Once done, please give our Technical Support Team a short call. They'll add you to our notification list and provide the updates or resolution for this one.

 

You can reach them in QuickBooks Online by clicking the Help menu. Then, choose Contact us and follow onscreen instructions.

 

I'll keep an eye on this and will get back to you if there's an update.

Established Member

Re: Having trouble emails going out from my recurring invoices? Has there been a fix for this yet? We have over 1200 customers and we are getting a lot of calls that they are not getting their emailed invoices. I have double checked the box is checked for "automatically send emails" It is not always the same customers. It has been happening for approx 4 to 6 months. It is getting frustrating for us and customers, especially when we try to keep up on Past Due invoices. Fay


@RCV wrote:

Hi there, cesarociel.

 

We currently have an ongoing issue about scheduled recurring transactions are not sent automatically to the customers. Our engineers are still working together for the permanent fix.

 

In the meantime, you can manually download the invoices and attached them to your email. Then, you can send the transactions to your customers.

 

Once done, please give our Technical Support Team a short call. They'll add you to our notification list and provide the updates or resolution for this one.

 

You can reach them in QuickBooks Online by clicking the Help menu. Then, choose Contact us and follow onscreen instructions.

 

I'll keep an eye on this and will get back to you if there's an update.


 

QuickBooks Team

Re: Having trouble emails going out from my recurring invoices? Has there been a fix for this yet...

Hello there, Cimarron.

 

At this time, we haven't received issues with recurring invoices not being sent. Let's try to isolate this issue by sending the invoice manually to your customers. Then, let's toggle your recurring invoice template by deleting and recreating it. This step is commonly used to resolve issue with recurring templates.

 

To delete recurring template:

  1. Go tot the Gear icon ⚙.
  2. Under Lists, select Recurring Transactions.
  3. Select the recurring invoice template you want to delete.
  4. Choose Delete from the Use drop-down.

To create recurring template

  1. Go tot the Gear icon ⚙.
  2. Under Lists, select Recurring Transactions.
  3. Select New.
  4. Select the type of transaction to create, and then select OK.
  5. Enter a Template name.
  6. Choose a Type — Scheduled, unscheduled or reminder.
  7. If you're creating a Scheduled or Reminder type of recurring template:
  8. If you're creating an Invoice template, specify that it should include unbilled charges and automatically send emails.
  9. Click Save template.

You can have this article handy as your reference when creating templates for recurring transactions: Create templates for recurring transactions.

 

Please continue to keep us posted and let me know if the same behavior occurs with your recurring invoices. And if I can be of help with something else, please don't hesitate to get back to me. I'm always happy to assist.

Established Member

I'm slightly confused, you say you havent received issues but that is the thread I am replying to. It saddens me to think I would have to manually fix over a thousand recurring invoices. Do you not have some kind of fix for this problem?


@Charies_M wrote:

Hello there, Cimarron.

 

At this time, we haven't received issues with recurring invoices not being sent. Let's try to isolate this issue by sending the invoice manually to your customers. Then, let's toggle your recurring invoice template by deleting and recreating it. This step is commonly used to resolve issue with recurring templates.

 

To delete recurring template:

  1. Go tot the Gear icon ⚙.
  2. Under Lists, select Recurring Transactions.
  3. Select the recurring invoice template you want to delete.
  4. Choose Delete from the Use drop-down.

To create recurring template

  1. Go tot the Gear icon ⚙.
  2. Under Lists, select Recurring Transactions.
  3. Select New.
  4. Select the type of transaction to create, and then select OK.
  5. Enter a Template name.
  6. Choose a Type — Scheduled, unscheduled or reminder.
  7. If you're creating a Scheduled or Reminder type of recurring template:
  8. If you're creating an Invoice template, specify that it should include unbilled charges and automatically send emails.
  9. Click Save template.

You can have this article handy as your reference when creating templates for recurring transactions: Create templates for recurring transactions.

 

Please continue to keep us posted and let me know if the same behavior occurs with your recurring invoices. And if I can be of help with something else, please don't hesitate to get back to me. I'm always happy to assist.



@Charies_M wrote:

Hello there, Cimarron.

 

At this time, we haven't received issues with recurring invoices not being sent. Let's try to isolate this issue by sending the invoice manually to your customers. Then, let's toggle your recurring invoice template by deleting and recreating it. This step is commonly used to resolve issue with recurring templates.

 

To delete recurring template:

  1. Go tot the Gear icon ⚙.
  2. Under Lists, select Recurring Transactions.
  3. Select the recurring invoice template you want to delete.
  4. Choose Delete from the Use drop-down.

To create recurring template

  1. Go tot the Gear icon ⚙.
  2. Under Lists, select Recurring Transactions.
  3. Select New.
  4. Select the type of transaction to create, and then select OK.
  5. Enter a Template name.
  6. Choose a Type — Scheduled, unscheduled or reminder.
  7. If you're creating a Scheduled or Reminder type of recurring template:
  8. If you're creating an Invoice template, specify that it should include unbilled charges and automatically send emails.
  9. Click Save template.

You can have this article handy as your reference when creating templates for recurring transactions: Create templates for recurring transactions.

 

Please continue to keep us posted and let me know if the same behavior occurs with your recurring invoices. And if I can be of help with something else, please don't hesitate to get back to me. I'm always happy to assist.


 

Moderator

Re: I'm slightly confused, you say you havent received issues but that is the thread I am replyin...

Let me help provide additional details, @Cimarron.

 

We have this investigation before but it's already been resolved. I understand it's a lot of work to manually fix this. This should be the last thing you have to worry about especially when you're busy managing your business.

 

I'd like to route you to our Online Specialist so they can help assist you with the manual process using their screen share tool. I'm sure they'd be glad to sort this out for you.

 

Also, let me refer you to this helpful link should you need other articles in the future: Income and expenses for QuickBooks Online.

 

I'll be here to help if you have other questions about the scheduled recurring invoices. Have a good one.